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Top Diversified Banks M&A Advisory Firms

Explore 180 Diversified Banks M&A Advisory Firms that leverage Axial’s platform to connect with investors on behalf of their clients.

Axial Insights

Diversified Banks M&A Advisory Firms

180

Active Firms

539

TTM Deal Flow

$3M-$11M

Core Revenue Range

$500K-$2M

Core EBITDA Range


California 13%
Florida 9%
Texas 9%
New York 5%
New Jersey 4%

Best For: Owner-Led Companies | Typical Fee: Retainer & Success fee | Coverage: Sector Expertise With Hands-On Execution

Showing 21-40 of 180 M&A Advisory Firms

Sorted by recent activity

HDL Capital

51 Total Closed Deals
Based in Toronto, Canada, HDL Capital Inc. (“HDL”) is a boutique M&A and Transaction Services advisory firm, specializing in arranging transformational transactions for small & mid-market companies in the $5M to $150M+ value range. HDL Managements’ 25-year track record includes over 200 successful transactions, totalling over $2 billion.HDL is dedicated to driving and unlocking shareholder value by arranging Sell-Side M&A transactions with Strategic and Financial buyers in Canada, the U.S. and beyond. HDL also works with select clients to enhance organic growth by planning…

Recent Transactions

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  • May 2026 Advised Glatz Concerts in its sale to Loft Entertainment
  • Feb 2026 Advised Vantix Systems Inc. in its sale to Aplin
  • Feb 2025 Advised The Woods Cannabis in its sale to Fika Company
  • Jun 2024 Advised Canadian Music Week in its sale to Loft Entertainment
BKD Capital Advisors, LLC, a wholly owned subsidiary of BKD, LLP, provides services to help companies and stockholders create value and meet their corporate finance objectives. Our staff includes corporate finance specialists, investment bankers and financial analysts with experience in financial services, health care and manufacturing & distribution industries. The firm is also a member of FINRA and SIPC. Our professionals have a broad perspective on the issues you face and have the ability to share insights into numerous services, including the following:Mergers & AcquisitionsCompany Sales…

Recent Transactions

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  • Oct 2015 Advised Specialty Food Distributor in its sale to A Private Investor Group
  • Jul 2015 Advised William Beckett Plastics in its sale to MOCAP
  • Jun 2015 Advised Bootz Industries in its sale to The Sterling Group
  • Mar 2015 Advised Metals Technology Corporation in its sale to Bradford Equities Management
The team at Benchmark International has advised on some 500 company sales with an aggregate value in excess of £5 billion. With offices throughout the UK and the world we are in touch with all the major acquirers and consolidators who are constantly seeking both on and off market opportunities across all sectors. Our typical transactions fall broadly within the £1m to £50m 'mid-market value range'. Benchmark International's unique and dynamic international offering offers our clients unparalleled global coverage allowing them access through our exclusive databases and business intelligence…

Recent Transactions

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  • Mar 2022 Advised Confidential Company on an investment from Confidential Company
  • Jan 2022 Advised Confidential Company on an investment from Confidential Company
  • Jun 2021 Advised Confidential Company on an investment from Confidential Company
  • Feb 2021 Advised Confidential Company on an investment from Confidential Company
Liberty Ridge is the most difficult and treacherous trek on the Pacific Northwest’s iconic Mt. Rainier. As founders, with deep roots in the Pacific Northwest, we consider Liberty Ridge the perfect metaphor to represent the challenging yet rewarding endeavors that a merger or acquisition can be for business owners.The final summit, for any private business owner, is to achieve hard earned liquidity and successfully exit the business on one’s own terms. Even the most experienced climbers understand that it’s a team effort and would never dare to summit Liberty Ridge without the aid of an…

Recent Transactions

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  • Jul 2024 Advised Universal Refrigeration in its sale to CoolSys
  • Mar 2024 Advised Confidential Company in its sale to Confidential Company
  • Aug 2023 Advised Willamette Graystone in its sale to Quikrete
  • Aug 2023 Advised Norfil in its sale to Muir Beach Capital LLC
International Resource Group, Inc doing business as Sunbelt International is Ohio's premier business transfer specialist and acquisition company. Headquartered in Columbus, Ohio, the company services the low to mid-level market segment. Working intimately with privately and closely held companies, we boast a success rate that is above and beyond the traditional service provider. Utilizing enhanced technologies, the buyer lead generation is a combination of both innovative and strategic marketing. For our buyers we implement a methodology that ensures that you have all the information…

Recent Transactions

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  • Jun 2022 Advised Confidential Company on an investment from Confidential Company
  • Jun 2022 Advised Confidential Company on an investment from Confidential Company
  • Jun 2022 Advised Confidential Company on an investment from Confidential Company
  • Jun 2022 Advised Confidential Company on an investment from Confidential Company

Salt Creek Partners

16 Total Closed Deals
Salt Creek Partners (SCP) is a full-service M&A advisory firm guiding business leaders in the emerging and middle markets. Our mission is centered on investing in long-term relationships with our clients through independent, trusted, and innovative advice, and to achieve superior results in line with the overall strategic objectives of the company. SCP’s team of complementary partners have proven track records with managing complex financial transactions, providing investment banking services, performing market research and analysis, guiding companies from concept through hyper growth,…

Recent Transactions

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  • Jan 2026 Advised Confidential Company in its sale to Confidential Company
  • Dec 2025 Advised Confidential Company in its sale to Confidential Company
  • Aug 2025 Advised Confidential Company in its sale to Confidential Company
  • Aug 2025 Advised Confidential Company in its sale to Confidential Company

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Aegis Acquisitions

13 Total Closed Deals
 Aegis Acquisitions offers confidential Mergers & Acquisitions and ESOP transactional advisory services for small to medium-sized businesses. For the last twenty-five years, the principals of Aegis have provided these advisory services to over six hundred privately-held businesses with annual revenues from $5 million to in excess of $400 million.

Recent Transactions

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  • Oct 2024 Advised Confidential Company in its sale to Confidential Company
  • Jul 2023 Acquired Cemex
  • Jul 2023 Acquired The Bakersfield Californian
  • Jul 2023 Acquired Berry Petroleum Company
Whitehorn Capital is an independent Calgary, Alberta based business advisory firm. Our focus is to assist private business owners and management teams effectively plan business succession in order to reach financial, strategic and personal goals.We believe this fundamental planning is critical to long-term business success. In order to maximize the value of any enterprise, business succession activities must be undertaken throughout its entire life cycle.At Whitehorn, business succession activities include:Developing and implementing strategies to enhance business valueExecuting an…

Recent Transactions

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  • May 2025 Advised Confidential Company in its sale to Confidential Company
  • Dec 2023 Advised Confidential Company in its sale to Confidential Company
  • Jul 2023 Advised Delco Automation Inc. in its sale to Sapphire Water International Corp.
  • Jul 2023 Advised Carmen Creek in its sale to Confidential Company

George & Company

10 Total Closed Deals
George & Company has been providing certified business appraisal, business brokerage and merger & acquisition services since 1981. Board certified intermediaries and appraisers stand ready to serve your every need in the business acquisition or divestiture market.

Recent Transactions

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  • Jan 2017 Advised Maicom LLC in its sale to Heritage Holding
  • Jan 2015 Advised Machine Vision Technology, Inc. in its sale to Machine Vision, LLC
  • Feb 2014 Advised Maynard Machine in its sale to Strategic Buyer
  • Sep 2013 Advised Torwel Industries in its sale to Ace Group
Owners of small and middle market businesses have turned to Front Range Business, Inc. to broker their transactions since 1986. Main Street and Mergers & Acquisition clients and customers are provided the highest level of service and expertise with our unique team concept. Allow us to help you successfully navigate through this complex process in a confidential and professional manner. Front Range Business, Inc. represents businesses with sales between $500K to $10M in Manufacturing, Wholesale, Distribution, Commercial Printing, Technology, Communication, Transportation, Construction &…

Recent Transactions

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  • Feb 2023 Advised Confidential Company in its sale to Confidential Company
  • Aug 2014 Advised Jewelry Manufacturer in its sale to Private Equity Group
  • Jun 2014 Advised Organic Food Sales Company in its sale to Industry Buyer
  • Apr 2014 Advised Not Disclosed in its sale to Not Disclosed
Douglas Cabral, the company's founder, is a results-driven and dedicated professional with extensive experience in business valuation, exit strategies, and implementing real estate & M&A transactions, including the successful sale of the oldest family restaurant in the United States. A skilled negotiator who drives favorable outcomes through strategic planning, stakeholder engagement, and creative problem-solving.He is a proven leader with a track record of fostering collaboration among institutional investors, analysts, and senior management to achieve corporate growth and long-term…

Recent Transactions

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  • Mar 2017 Advised Claudio's Restaurant est 1870 in its sale to Private Investor
  • Aug 2015 Provided debt financing to Franchise Financing
  • Jul 2015 Provided debt financing to Private Restaurant
  • Mar 2015 Invested in Food Services
Through our years of experience, Lighthouse Business Brokers has established a powerful buyer network with thousands of qualified buyers that covers almost every industry. Our buyer's database is comprised of active professional investors and private equity firms that have been through the acquisition process previously and ensures we get your business in front of thousands of qualified buyers on the first day.

Recent Transactions

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  • Mar 2022 Advised Confidential Company on an investment from Confidential Company
  • Mar 2022 Advised Confidential Company on an investment from Confidential Company
  • Sep 2020 Advised Confidential Company on an investment from Confidential Company
  • Sep 2020 Advised Confidential Company on an investment from Confidential Company
We are a Raleigh, NC and Nashville, TN based firm that provides mergers & acquisition and strategic advisory services to middle-market companies across numerous industry sectors. We have a unique perspective rooted in our principals' successful history of advising entrepreneur and family-owned businesses, financial sponsors and major corporations.We believe that every company has an entrepreneurial passion that drives it and a story that defines it. We deliver unconventional results through our unique ability to tell each client's story and drive relentless execution because of the…

Recent Transactions

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  • May 2019 Advised Remar, Inc in its sale to Fidelitone
  • Jan 2019 Advised Village Real Estate Services in its sale to Evergreen Real Estate
  • May 2018 Advised IT Works in its sale to Cayuse
  • Jun 2017 Advised Carolina Stone Products in its sale to Private Investor Group
AIM Group Canada Ltd. is a leading Canadian mergers and acquisitions advisory firm specializing in the sale or purchase of privately owned companies. Established in 1990 and based in Toronto, AIM arranges mergers, acquisitions and divestitures across the country. Our clients include a wide range of business service and manufacturing companies. AIM is also a founding member of Pandea Global M&A, an international alliance of mid-market M&A firms in 21 countries.

Recent Transactions

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  • Jan 2016 Advised ASK Products Inc. in its sale to Sicame S.A.
  • May 2015 Advised Modern Forwarding in its sale to Dicom Transportation Group
  • Dec 2014 Advised Black Electric in its sale to OZZ Electric
  • Jun 2014 Advised morEnergy Services in its sale to National Home Services
STS Capital Partners is a global sell-side M&A firm like no other. They are expert guides for entrepreneurial business owners on the journey to achieving an Extraordinary Exit™. By helping clients sell their businesses strategically to the people that buy strategically, STS is able to achieve maximum financial valuation, create legacy potential, and realize true potential value. STS’ services include divestitures, mergers, acquisitions, strategic consulting, and financial advisory for mid-market private businesses. Their extensive global relationships, world-class team, and proven deal…

Recent Transactions

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  • May 2023 Advised Confidential Company on an investment from Confidential Company
  • Jan 2023 Advised Confidential Company on an investment from Confidential Company
  • Jul 2022 Advised Confidential Company on an investment from Confidential Company
  • Jul 2022 Advised Confidential Company on an investment from Confidential Company
Ocean Bridge Capital focuses on midmarket mergers, acquisitions, disposals, and capital raising, designing and executing transactions largely between $5 to over $100 million in enterprise value.As an independent boutique advisory firm, OBC provides completely objective and pragmatic advice on strategic options for our clients.

Recent Transactions

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  • Jul 2023 Acquired trebor rx corp
  • Jul 2023 Acquired Webware.io
  • Jul 2023 Acquired Net Dynamic
  • Jul 2023 Acquired Battlbox
CRES Corp International provides M&A Advisory and Investment Banking services to second-stage companies in Florida and throughout the East coast up thru the North East. We focus on lower middle market companies, typically with Revenues between $5 mil and $50 mil, EBITDA between $750k and $5 mil, and enterprise value up to $50 million. The businesses are typically still founder owned with no previous institutional money.We prefer to work with entrepreneur-friendly investors that are focused on executing fair and reasonable transactions with founders to create win-win scenarios.

Recent Transactions

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  • Mar 2026 Advised Confidential Company in its sale to Confidential Company
  • Aug 2025 Advised Confidential Company in its sale to Confidential Company
  • Nov 2022 Advised Confidential Company on an investment from Confidential Company
Segment Advisors provides:1) Sell-Side M&A services for middle market businessii)  Deal sourcing services for Private Equity firms and Family Officesiii) Capital raising services for companies looking for $2-20mm of equity or debt capitalAdditionally, Segment Advisors assists family offices and entrepreneurs and through its specialized consulting services.  Segment Advisors helps fix the information and relationship gap that exists when business owners look to secure an agent to raise capital or sell their business. Segment serves as a consultant connecting…

Recent Transactions

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  • Jun 2024 Advised Confidential Company in its sale to Confidential Company
  • Mar 2024 Advised LAM Design in its sale to Mod Op
  • Feb 2024 Advised All Gear, Inc. in its sale to RBI Corporation

A.J. Baron Capital

3 Total Closed Deals
A.J. Baron Capital is an M&A Advisory firm. We have combined the best of investment banking and strategic consulting to bridge the market’s need for high value-added services in the emerging growth and middle market segment e.g. Business Valuation, Private Placement Services, and Sell-Side and Buy-Side Advisory Services.

Recent Transactions

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  • Oct 2014 Advised Monroe Partners, Inc. in its sale to A Private Operator
  • Jan 2014 Advised Venice Management Group, Inc. in its sale to A Private Operator
  • Sep 2013 Advised Katherine Street Enterprises in its sale to Collective Investments, LLC
Established in 1981, we enjoy a leadership position in the rapidly growing Business Brokerage Industry. For over thirty years, we have focused on selecting, training and servicing Affiliate Member Business Brokers in the professional approach and successful execution of Business Transfers. We have a "Proven Process" to market and sell businesses and our Affiliate Members are continually trained in this "Proven Process." As a result, they are qualified to work with Business Owners and Business Buyers interested in businesses of virtually any size and type. Business Brokers Network is…

Recent Transactions

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  • Dec 2012 Advised TechniPak, LLC in its sale to Fidelitone, Inc.
  • Apr 2012 Advised Evans Business Group in its sale to Viking Fuel

Frequently Asked Questions

How are M&A Advisory Firms in this directory ordered?

Firms in the Diversified Banks M&A Advisory Firms directory are ordered based on recent deal activity on Axial. The default order reflects observed market signals rather than a subjective ranking of firm quality.

What information is included in each M&A Advisory Firm profile?

Each profile provides information about the firm’s areas of focus, transaction criteria, and relevant activity on Axial’s M&A platform. Together, these details provide a clearer view of where a firm is active and the types of companies and opportunities most relevant for it.

What company sizes are most common for Diversified Banks M&A Advisory Firms?

Based on activity on Axial’s M&A platform, the core revenue range for Diversified Banks M&A Advisory Firms is $3M-$11M, with a core EBITDA range of $500K-$2M. Company size can be an important indicator of fit, as firms often concentrate their experience, resources, and transaction activity within particular segments of the market.

How important is Financial Services experience when evaluating M&A Advisory Firms?

Relevant Financial Services experience can be an important consideration when evaluating a firm. Familiarity with the sector can provide a stronger understanding of its business models, market dynamics, valuation considerations, and transaction environment. The 180 firms included in this directory provide a starting point for identifying firms with relevant experience and activity in Financial Services.

Do all M&A Advisory Firms in this directory focus exclusively on Financial Services?

Not necessarily. Many firms are active across multiple industries, so inclusion in the Diversified Banks M&A Advisory Firms directory reflects relevant experience or activity in Financial Services, rather than an exclusive sector focus. Individual profiles provide additional context on each firm’s areas of focus and activity within the sector.

How do I compare M&A Advisory Firms with experience in Financial Services?

When comparing M&A Advisory Firms with experience in Financial Services, consider factors such as size range, geographic reach, and recent transaction activity. These characteristics vary across the 180 firms included in the directory and can help identify firms that align with your needs.

How do I connect with Diversified Banks M&A Advisory Firms?

Axial can help you identify and connect with firms based on your objectives and what you are looking to accomplish. The process varies depending on your role and transaction needs. If you are interested in connecting with firms in the Diversified Banks M&A Advisory Firms directory, you can request information here.


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